Maintenance Tasks

Create a version member for each budget stage and assign users version access for data entry. See Setting Up Dimensions and Members and Securing Dimensions and Members.

Update the new budget's calendar span by setting Start Year, End Year, Start Period, and End Period for the scenario. See Chapter 12 in the Oracle Hyperion Planning Administrator's Guide.

Define new positions, employees, and jobs mid budget cycle. See Creating Jobs, Positions, and Employees During the Budget Cycle.

Assign new users access to artifacts such as scenarios. See Securing Dimensions and Members.

Completely or partially refresh data from the General Ledger and HRMS source systems using ERP Integrator. See Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Administrator's Guide.

Incorporate changes to budget guidelines and assumptions and specify options for existing compensation elements, and salary grades (grade steps, for example). See Setting Up Compensation Budgets and Defining Salary, Compensation, and Allocation Defaults.

Distribute the budget for review by defining and starting planning units. See About Submitting Budgets for Approval.

Recalculate the compensation budget to reflect the impact of modified data. See Calculating Budgets.

Review the impact of updated budgets. See Viewing the Budget Impact of Compensation Expenses.

After budget approval, upload data to the General Ledger using supported tools such as:

Revise approved budgets. See Revising Budgets.